7 Top Global Accreditations for Wealth Management
CFA
Chartered Financial Analyst
Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives
Awarded by: CFA Institute
Origin: United States
Members: 120,000 (2014)
To be awarded the CFA charter, the candidate...
Top 30 Investment Abbreviations
Top 30 Investments Abbreviations
Do you know all these Investments Abbreviations?
WTI stands for west texas intermediate
Popular
1
IPO
Initial Public Offering
2
FX
Foreign Exchange
3
REIT
Real Estate Investment Trust
4
ETF
Exchange Traded Funds
5
UT
Unit Trust
6
USD
United...
3 Important Knowledge to Have as a Wealth Manager
3 Important Knowledge to Have as a Wealth Manager
What is Wealth Management? What exactly does a Wealth Manager do? Do you have a perfect...
8 Important Global Financial Frameworks to Know
Basel III
Basel III is an international regulatory framework for Banks. It was established after the Lehman Brothers collapse in 2008 which resulted in a...
5 Things Top Investment Professionals Don’t Do
5 Things Top Investment Professionals Don't Do
Are you the top investment manager or the top trader? How did you become one of the best investment...
50 Reasons Why You Struggle to Manage Investments for Your Clients
50 Reasons Why You Struggle to Manage Investments for Your Clients
Many struggle to manage investments for clients. Is this true? Is managing investments so...
Which Financial Products Are Portable?
Which Financial Products Are Portable?
As a Financial Advisor or Wealth Manager, one of your most important task is to look after your clients' assets.
This means you will...
When Should You Sell Products and Not Advice?
When Should You Sell Products and Not Advice?
Should you sell financial products and product-push? Or should you be selling advice?
" Sell Products or Sell Advice...
English or Numbers? Which is More Important in the Financial Industry?
English or Numbers? Which is More Important in the Financial Industry?
Do you spend much of your time writing investment recommendations or commentaries? But were your...
What is the Value of Financial News for Wealth Managers, Advisors, Bankers and Traders?
What is the Value of Financial News for Wealth Managers, Advisors, Bankers and Traders?
To keep up with the global financial markets - you stay...
